Units Tab Dialog Boxes
Use the Units tab dialog boxes to work with unit charges entered through unit transactions or billing unit inserts for the selected project/phase/task up through the current period, Bill-Thru-Date, or Bill-Thru Period.
- Related Topics:
- Billing Unit Delete Dialog Box
Use this dialog box in Interactive Billing to remove a unit transaction, or a portion of it, from the set of billable transactions in Interactive Billing and not bill it on any invoice. - Billing Unit Hold Dialog Box
Use this dialog box in Interactive Billing to specify that all or some of the units in a units transaction be held back from being billed on the current invoice. - Billing Unit Insert Dialog Box
Use this Interactive Billing dialog box to include a units transaction on a billing invoice. This allows you to bill transactions that have not been posted as costs to the project or your general ledger through usual means, such as entering unit transactions through Transaction Entry or on timesheets. - Billing Units Modify Dialog Box
Use this dialog box to modify unit transaction details, such as the date, description or quantity. The changes that you make are not posted to the general ledger or the project. The changes affect only the billing invoice. - Billing Unit Release Dialog Box
Use this dialog box in Interactive Billing if you want to bill only some of a unit transaction's total number of units on the next invoice for a project. - Billing Unit Summary Dialog Box
Use this dialog box to view a summary of the total billing extension amounts for unbilled unit transactions, grouped by their billing status (Bill, Hold, Write-Off, or Delete). - Billing Unit Transfer Dialog Box
Use the Billing Unit Transfer dialog box to transfer transaction detail to another project. - Billing Unit View Dialog Box
Use the Billing Unit View dialog box to view unit detail information, such as the unit and table, the transaction date, and the unit quantity associated with the unit transaction. - Billing Unit Write-off Dialog Box
Use this dialog box in Interactive Billing to specify that all or some units for a units transaction be written off and not collect on any invoice.
Parent Topic: Fields and Options